A complete list of active advisors currently associated with Heron Equity Management, LLC
Warmer can help you find a great advisor at Heron Equity Management, LLC or one who fits your needs even better.
Heron Equity Management, LLC is a small, state‑registered investment adviser serving individual and high‑net‑worth clients as well as trusts, estates, charitable organizations and business entities. The firm provides discretionary and non‑discretionary asset management, annuity and variable life management, financial planning, and may refer clients to or act as co‑advisor with third‑party managers; it also offers a subscription trade‑signal service limited to registered financial professionals. Heron implements a combined tactical and strategic asset‑allocation process, with a tactical component that relies on proprietary technical, quantitative and volume analysis and a strategic component that ranks individual securities on a risk‑adjusted basis and can employ option‑hedging techniques. Portfolios are typically constructed from stocks and ETFs and may include stock and index options and other derivatives, with time horizons and risk profiles tailored to each client and monitored on a regular basis. The firm offers performance‑based fee arrangements to eligible clients who meet specified net‑worth and account‑size requirements, a practice that is uncommon among similarly supported firms, and discloses material changes to assets under management and its fee schedule in its ADV. Heron also operates co‑advisor and third‑party manager referral relationships (including arrangements disclosed with Gradient Investments and VestGen), receives referral/TPM fees, and uses derivatives and active trading tools in separately managed accounts, features that distinguish it from many peers.
To learn more about the advisors currently working at Heron Equity Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Indialantic, FL
| 43
| |
Indialantic, FL
| 20
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)